Client Experience

At The Murray Wealth Management Group we strive to offer the best service in the industry. We believe in old fashioned service, going the extra mile and if something is wrong, making it right.

  • We ensure all calls and emails are returned promptly
  • We ensure clients are contacted proactively for investment reviews
  • We liaison with our client's lawyers and tax professionals to reduce the fees they charge and simplify their lives
  • We assist with the probating of clients estates
  • We use our vast network of resources to assist clients in any way possible on non-financial matters

We endeavor to be more than financial advisors, but to be trusted family advisors. We believe that to be an effective advisor we must be emotionally invested in the families we work with and to achieve this we strictly limit the number of families we work with. You will not be working with a team of 10 people or be "handed off" to an associate. You will work directly with Brendan who will gain a deep level of understanding about your situation and this understanding will drive the decision making process in the years to come.

We feel that our clients appreciate this level of service. The Murray Wealth Management has a 99% client retention rate.

In a recently conducted client survey:

93% of clients said they felt they get very good value for the fees they pay

90% of clients said they are very likely to refer a friend or family member

91% of clients said they are extremely satisfied with our client/advisor relationship